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Frank Michael Galzarano

Wealthcare Advisory Partners LLC

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About Frank Michael Galzarano

Frank Galzarano is an investment advisor representative at Wealthcare Advisory Partners LLC, an independent investment advisor firm. Frank has been in the financial services industry since 2000. Frank specializes in providing financial planning, investment advice, and portfolio management services to individuals, families, and businesses. Frank is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 63, and 65 licenses. Frank holds a Bachelor of Arts degree from the University of Pennsylvania.

Firm Information

Frank Galzarano is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frank Galzarano’s Registration & Firm History

NJ

05/05/2021 - Present

Wealthcare Advisory Partners LLC (Cherry Hill NJ)

NJ

01/29/2004 - 09/14/2015

HD VEST INVESTMENT SERVICES (CHERRY HILL NJ)

MO

10/01/2000 - 01/28/2002

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

01/07/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 05/16/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank Michael Galzarano.
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